Filed April 1, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,218 | $72,277-9.8% | $101,248-35.6% | $79,858-18.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 5.54% | 22.30%-16.8pp | 46.47%-40.9pp | 31.71%-26.2pp |
| Employer contribution / active EE | $488 | $2,692-81.9% | $3,660-86.7% | $2,471-80.3% |
| Participant deferral / active EE | $3,353 | $3,282+2.2% | $4,370-23.3% | $3,740-10.4% |
| Admin fee / account holder | $4,162 | $4,400-5.4% | $5,945-30.0% | $5,306-21.6% |